VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 386 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,227,789 | -6.2% | 6,297 | -1.2% | 0.83% | -9.0% |
Q2 2023 | $1,309,637 | +14.1% | 6,372 | +5.7% | 0.91% | +0.7% |
Q1 2023 | $1,148,204 | +0.5% | 6,027 | -3.6% | 0.91% | -10.6% |
Q4 2022 | $1,142,231 | +30.5% | 6,254 | +12.7% | 1.02% | +25.3% |
Q3 2022 | $875,000 | +6.1% | 5,551 | +9.9% | 0.81% | +9.4% |
Q2 2022 | $825,000 | -6.6% | 5,051 | +11.2% | 0.74% | -5.2% |
Q1 2022 | $883,000 | -8.8% | 4,543 | -4.8% | 0.78% | -7.3% |
Q4 2021 | $968,000 | -3.1% | 4,771 | -10.3% | 0.84% | -9.4% |
Q3 2021 | $999,000 | -3.5% | 5,317 | +0.9% | 0.93% | -6.5% |
Q2 2021 | $1,035,000 | +3.0% | 5,270 | -0.8% | 1.00% | -6.2% |
Q1 2021 | $1,005,000 | -15.3% | 5,310 | -23.9% | 1.06% | -8.7% |
Q4 2020 | $1,186,000 | – | 6,977 | – | 1.16% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Beacon Capital Management, Inc. | 1,001,658 | $195,303,333 | 7.24% |
Compass Financial Group, INC/SD | 124,050 | $24,187,448 | 7.24% |
PGIM Custom Harvest LLC | 795,330 | $155,073,494 | 5.72% |
STAPP WEALTH MANAGEMENT, PLLC | 10,195 | $1,987,821 | 3.83% |
Tranquilli Financial Advisor LLC | 26,895 | $5,243,987 | 3.79% |
Proquility Private Wealth Partners, LLC | 36,835 | $7,182,212 | 2.95% |
Sharper & Granite LLC | 25,894 | $5,048,812 | 2.93% |
Berkeley Capital Partners, LLC | 38,001 | $7,409,479 | 2.68% |
Axiom Financial Strategies, LLC | 19,624 | $3,826,250 | 2.57% |
Cadent Capital Advisors, LLC | 30,048 | $5,858,748 | 2.43% |